이 에피소드에 관해
In this episode, veteran investor Rajashekar Iyer shares profound insights from his four decades of experience in the Indian stock market. He breaks down his investment framework, which blends the philosophies of Benjamin Graham and Phil Fisher, explaining how he identifies undervalued companies by deeply analyzing balance sheets and understanding cash flow dynamics. Iyer also discusses the critical importance of money management, sharing how to protect capital while letting winning stocks run to maximize returns.The conversation covers real-world case studies, including his multi-bagger success stories with companies like Relaxo and Polyplex, as well as the lessons learned from missing out on the early growth of Infosys. Iyer offers his perspective on the current market cycles, where to find opportunities in the small-cap versus large-cap space, and his rationale for finding value in new-age tech stocks like Zomato. The discussion concludes with timeless advice on professional growth and the importance of prioritizing personal happiness.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!